A designed plan,
not a document stack.
The Legacy Protection Plan is the firm's flagship engagement: a designed estate and asset-protection plan for households where a standard package stops short — business interests, multiple properties, blended families, entity structures. It maps how your assets are titled, where the exposures sit, and what to execute, in priority order.
What the engagement includes
- The plan document — a print-grade estate and asset-protection plan designed for your household, in plain English.
- Public-records review — deeds, mortgages, homestead posture, entity records, and other public records, read by the firm rather than reconstructed from your memory.
- A companion document-request memo — exactly which documents the plan still needs, and why each one matters.
- In-scope drafting — trust amendments, notices, and affidavits identified by the plan, drafted by Oaktree Reserve Law PLLC with a reasoning memo on every instrument.
- A prioritized execution queue — what to do first, what depends on what, and what can wait.
- A “Where Your Plan Stands” one-pager — so you always know what is in place and what remains.
Who this plan fits
Business owners whose company is their largest asset. Families with more than one property, or property in more than one state. Households with entities, rental real estate, or a liquidity event on the horizon. If your situation has more moving parts than a will-and-trust package is built for, this is the rung designed for it.
What happens after delivery
A plan is current the day it is delivered and drifting the day after. The Stewardship Membership re-verifies funding, beneficiary state, and documents every year. Households that want the full six-seat operating system — tax, estate, protection, insurance, investment, and entity operations under one lens — are considered for the Reserve, by introduction. Oaktree Reserve is not a law firm. Legal services are provided separately by Oaktree Reserve Law PLLC.